- Updated everything to 2024:
-- 2024 ERISA 4044 an 4050 mortality tables.
-- Updated various function demos to 2024.
-- Updated PBGC Retirement Rate Categories to 2024 and added auto download for future years.
-- Added CPI-U and CPI-W for all months of 2023. - New tables and charts (see below).
- Added new estimated future 417(e) mortality table "LS2025est". This is a projected table using the methodology that was used by the IRS it produce the table for 2024. This works for any year greater than 2024, although "LS2025est" is the only table shown in the list of tables.
- Faster startup: Upon Excel launch, the EAC Tools add-in does the following:
-- checks to see if there is an updated version is available.
-- checks to see if updated segment rates are available.
With this version, the HTTP download comes from just one small text file instead of two, resulting in a faster startup. - Faster startup: eliminated check for old Utilities add-in which was deprecated one year ago, this was a relatively slow process, and it is no longer needed.
- Fixed special handling of compound YrsCert for AESLtoJL function in Explainer and Audit
- Enabled mouse wheel scroll for lists on various user dialogs.
- Added new function TRate3 to return the 3-Year Treasury Rate.
- Social Security Period Life Tables upgraded to allow any year that has been published by the SSA. These tables are contained in a new database file EACDataPLT.accdb.
- Added new functions PVJLX_WS and AESLtoJL_WS to handle specialized joint & survivor annuities with years certain.
- Fixed a minor issue where the present value of a joint life annuity axy should be 0 (instead of .5427 = 13/24) in the case where the "current age" is greater than the mortality table's terminal age. This had no effect on any other results.
- Fixed a minor issue where combining two tables using the "^" option cause qx=2 at the terminal age, instead of qx=1. This caused a strange result at the final age, but the affect was practically nil.
EAC Tools has the following enhancements:
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You now can view tables and charts showing:
These charts are available from the EAC Tools "Special" menu.
EAC Terms and Conditions have been changed. All users will have to agree to the Terms and Conditions when they launch EAC Tools version 2024.2.1 for the first time.
Click here to read the Terms and Conditions; also available in Excel: EAC Tools/About EAC Tools/View Terms and Conditions. Fixed a bug where Excel would open, and the add-in would change the calculation mode set to "manual" instead of "automatic", overriding the user's desired setting. This was a rather mysterious issue in Excel that affected some users.
Fixed a potential bug that popped up in version 2023.1.1 that was issued last week. This issue affected only EAC Tools -- Full Version, it did not affect EAC Tools -- Basic Version.
The bug occurred if you were to refresh the Social Security wage base data. In this case, the download from the Social Security web page would fail. If you did not refresh the wage base data, then there was no problem. If you refreshed the wage base data, then you would have the problem:
Fixed a bug that popped up in version 2024.1.0: This affected only the AESLtoJL function where the "years certain" parameter was set to, for example, "5,0". In this example, the function would use 5-years certain for the SL annuity, and 0-years certain for the JL annuity. The bug was using incorrectly treating "5,0" as a number instead of a text string, resulting in using 50-years certain for the SL annuity.
Fixed a minor issue with Excel's function dialog box where the parameter descriptors were not displayed properly.
This is another minor update, with an even faster add-in startup upon launching Excel.
This is a minor update to fix an issue where a user reported that opening an existing workbook was going slower than before. This was an issue with a very large file, e.g. a file with worksheets that had a "used range" with over 1 million rows.
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March 2024
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